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VADFX vs VSTSX
VADFX vs VSTSX Comparison
Open Charts VADFX vs VSTSX
Invesco Equally-Wtd S&P 500 R6
Price$72.28
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets6.53B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.48
Change-$0.16 (-0.06%)
VolumeN/A
Net Assets1.72T
VADFX vs VSTSX Comparison Chart
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VADFX vs. VSTSX commentary
May 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VADFX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. VADFX (6.53B). VADFX pays higher dividends than VSTSX: VADFX (1.68) vs VSTSX (1.38). VADFX was incepted earlier than VSTSX: VADFX (13 years) vs VSTSX (9 years). VADFX (0.18) is less costly to investors than VSTSX (0.01). VADFX is a more actively managed with annual turnover of: 22.00 vs. VSTSX (2.00). VADFX has a lower initial minimum investment than VSTSX: VADFX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.97 vs. VADFX (-1.11). VSTSX return over 5 years is better than : 89.31 vs. VADFX (42.88).
| VADFX | VSTSX | VADFX / VSTSX | |
| Total Expense Ratio | 0.18 | 0.01 | 1,800% |
| Annual Report Gross Expense Ratio | 0.18 | 0.01 | 1,800% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -1.013 | -4.010 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 1.72T | 0% |
| Annual Yield % from dividends | 1.68 | 1.38 | 122% |
| Returns for 1 year | -1.11 | 7.97 | -14% |
| Returns for 3 years | 8.05 | 40.17 | 20% |
| Returns for 5 years | 42.88 | 89.31 | 48% |
| Returns for 10 years | 60.47 | N/A | - |
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